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Robotics & Automation Funds
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How to Pick the Best Active Bond ETFs and Mutual
The surging popularity of passive investing has left active asset managers scrambling. That’s the headline story, but it’s not the whole one, as we’ve detailed in recent issues of Morningstar magazine. For one thing, active exchange-traded funds have seen net inflows even as their mutual fund counterparts lost shareholders. And unlike active equity managers, most…
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Mutual Fund & ETF Research to Maximize Results
Develop a deeper understanding of your portfolio Investor’s portfolio management tools help you understand your US-based investments from every angle, so you know when to make changes to keep your strategy strong. Morningstar Portfolio X-Ray evaluates your risk at both the portfolio and fund level with clear views of your asset allocation, fees, sector weightings,…
Morningstar Investor
Your free trial will end at 11:59 PM CT, seven days after your trial begins. If you have already taken a free trial of Morningstar Investor, you will not be eligible for another. Unless otherwise stated, promotional offers are only valid on the first year of a yearly subscription, cannot be used with any other…

Compare funds
There are four ways to evaluate funds with Morningstar Investor: screening for securities, exploring the Comparables section of a security report, comparing within fund families, and reading fund analyst reports.1. Screen for securities. Use the Screener tool to filter securities by expense and performance data points, as well as with Morningstar-exclusive criteria such as Medalist…